3984 Hni Jobs - Page 42

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Vadodara Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liability, staff is responsi...

Dear Candidate, Urgent opening with leading bank for RM Aspire Role. CTC : Upto 5.25 LPA Location : Western INTERESTED CANDIDATE CAN REVERT BACK WITH UPDATED RESUME ON qcnaukri1@gmail.com ANY QUERY CAN CALL Shrutika : 022-40697708 / 8369367973 Job Description : 1 Portfolio Management regularly contacting and meeting portfolio clients. Profiling the clients and cross selling various products 2 Acquiring new relationships through references and catchment mapping 3 Sourcing Family a/cs to strengthen and enhance the relationship 4 Cross selling various engagement products- FD, RD, SIP, Locker, debit and credit cards ad this is an entry level segment 5 Deepening of Portfolio by cross selling vari...

Handle walkin customers of Channel partner bank Meet with customers on appointment basis Sell LI & other investments of the company HR Nisha ( 9253053084)

Job Title: Relationship Manager Department: Wealth Management Function: Sales Reporting To: Cluster Head Location: Bangalore / Hyderabad / Chennai / Kochi Job Purpose The Relationship Manager will be responsible for acquiring new-to-firm (NTF) clients, driving revenue generation, and managing relationships with HNI, UHNI and corporate clients. The role involves providing wealth advisory services and ensuring consistent growth of Assets Under Management (AUM) / overall book size. Key Responsibilities Critical Responsibilities Analyse clients financial information to design strategies aligned with their financial goals. Track and monitor financial market trends to ensure client portfolios rema...

Bajaj Capital Ltd is currently hiring for / . minimum of of experience in Direct sales Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual F...

Greetings from Kotak Life Insurance!!! Urgent hiring for Relationship Manager in our Wealth Channel* Interested candidates share CV to 9205741812 for faster response. Role and Responsibilities: - Deal with the HNI client that is the ( High profile clients) & has to sell ULIP product. - Recruit and train distributors. - Organize and run recruitment events for distributors - Continuous training and motivating the team to drive ULIP business. - Attend joint field work and help the distributors whenever needed. *Industry best compensation package *Attractive incentives *Mediclaim *Travel Allowance Desired candidate profile: - Must be a graduate. - Must have minimum 1 years of Sales experience (p...

Hi, Opening in Leading Bank for PRIVATE WEALTH Bangalore Designation: Private Banker or Partner Location: Bangalore CTC: 30Lacs to 45Lacs Key Responsibilities: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income Roles & responsibilities: Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by Bank. Provide a seamless banking experience from a product and interpersonal point of view. Achieve organizational objectives of high customer satisfaction scores. A...

- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@gmail.com

Job Summary: As a Corporate Trainee, you will be an integral part of our team, working closely with professionals across different departments to gain practical insights into the corporate world. While this is an entry-level position, your eagerness to learn and grow will set the stage for future opportunities within our organization. Key Responsibilities: *Departmental Exposure: Explore through various departments within the organization, including business development, client servicing, and marketing, to gain a comprehensive understanding of our operations. *Training and Development: Participate in training sessions designed to enhance your skills, communication abilities, and overall prof...

Job description: We are seeking highly motivated and ambitious individuals to join our team as Management Trainees in Business Development. The role involves intensive training, exposure to various aspects of the organization, and the potential to lead a team based on individual performance. Key Responsibilities: Undergo intensive training and development programs Gain exposure to various aspects of the organization Assist in business development activities Support in brand management, client management, and business promotion Participate in sales and marketing initiatives Collaborate with team members and contribute to team objectives Location- Thane,Navi Mumbai,Mumbai,Dombivli,Panvel,Karja...

- Assist in customer engagement activities - Responding to Customers' Needs. - Communicating work and brand values with Marketing Team. - Developing a Growth Strategy. ELIGIBILITY CRITERIA: - Graduate or Post Graduate - Hardworking & Enthusiast - Immediate Joiner - Good Communication skill & confident - Experience- 0-2 years - Age Criteria- 18-27 years For any queries feel free to contact HR at 9137891307. Location - Dombivli,Panvel,Karjat, Mumbai all areas, Mumbai Suburbs, kalyan.

Role & responsibilities Acquiring customers as per business plan Revenue Generation as per assigned Targets Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Conduct sales promotion activities regularly Activation of clients Seek references from customers/prospects Preferred candidate profile 2 Years with sales experience in BFSI/NBFC Location - Navi Mumbai Interested candidates can share resumes on swapnali.mendonca@sharekhan.com

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the client...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix.3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives.6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.7) Manage the portfolio to de-risk again...

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 6) Maintaining client relationships and generate AUM from HNI UHNI clients. 7) Advising HNI/ UHNI clients on their investments and managing their ov...

1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 5) Maintaining client relationships and generate AUM from HNI UHNI clients. 6) Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clie...

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, Candidate Profile 1) 5 - Ye...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 5) Maintaining client relationships and generate AUM from HNI UHNI clients. 6) Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clie...

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

Greetings from Kotak Life Insurance Interested Candidate share their resume on kli.sana-qureshi@kotak.com or 7558602361 . Job Description for Associate Recruitment Development Manager in Tied : Primarily responsible for management and development of channel network to promote Insurance and consequently accountable for revenue generation and achievement of business targets by recruiting & developing the team of advisors & generating business through them.An ARDM act as a Recruiter, coach & sales leader. Recruiter An RDM is responsible for Recruitment and development of quality advisors and encourage them for long term career. Recruit by selling career opportunity to such prospective advisors....

Greetings from Kotak Life Insurance Interested Candidate share their resume on kli.sana-qureshi@kotak.com or 7558602361 . Job Description for Associate Recruitment Development Manager in Tied : Primarily responsible for management and development of channel network to promote Insurance and consequently accountable for revenue generation and achievement of business targets by recruiting & developing the team of advisors & generating business through them.An ARDM act as a Recruiter, coach & sales leader. Recruiter An RDM is responsible for Recruitment and development of quality advisors and encourage them for long term career. Recruit by selling career opportunity to such prospective advisors....

Greetings from Kotak Life Insurance Interested Candidate share their resume on kli.sana-qureshi@kotak.com or 7558602361 . Job Description for Associate Recruitment Development Manager in Tied : Primarily responsible for management and development of channel network to promote Insurance and consequently accountable for revenue generation and achievement of business targets by recruiting & developing the team of advisors & generating business through them.An ARDM act as a Recruiter, coach & sales leader. Recruiter An RDM is responsible for Recruitment and development of quality advisors and encourage them for long term career. Recruit by selling career opportunity to such prospective advisors....

Leading Asset management company is hiring for Wealth RM Role for PAN India Location Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship bui...

Role Title: Relationship Manager Professional Clients Group (PCG) Reporting To: Cluster Head PCG Location: Mumbai / Delhi/ Bangalore / Chennai / Hyderabad / Ahmedabad / Pune / Kolkata / Guwahati Experience Required: 5+ years Role Type: Individual Contributor About the Professional Clients Group (PCG) The PCG vertical at Nuvama caters to Ultra-HNIs, Family Offices, and Corporate clients. With presence in all key metro cities across India, the team delivers specialized services in equity, derivatives, and wealth solutions backed by high-touch engagement and strong research capabilities. Role Overview As a Relationship Manager – PCG, you will be responsible for acquiring, managing, and growing ...